Specialist financial planning for retail leaders at M&S
Successful but at a crossroads?
You’re building a career you’re proud of at M&S, but the pace is relentless. Long hours, constant pressure, and endless demands mean you never have the headspace to think about your future.
Your success at M&S means you’re well rewarded, but it can feel like the money and the opportunity it creates slips through your fingers. With little time to take control, you’re left feeling disorganised, out of control, and even guilty about not having a plan.
You might thrive under pressure, or deep down know you can’t keep running at this speed. Either way, you need a plan for your future, whether that’s stepping back, changing direction like Kate did, or driving forward. What you’re really searching for is space to breathe.
Does this sound like you?
How do I pay less tax?
Baffled by my M&S benefits package - I know it's good but don't know what it means
How do I make the most of my bonus and shares?
Am I saving enough?
I’m too busy to deal with this, but I still want to enjoy life now and save for tomorrow
What do I do with my pensions?
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Take a breath – we’ve got you.
Most people we meet say they never get the headspace to stop and think. That’s where we start. We slow things down, ask the right questions, and figure out what really matters.
Our job is to turn confusion into clarity, confidence, and anticipation, so number-crunching comes next. You deserve total honesty, so we’ll always be straight with you about what works and what doesn’t. And don’t worry, we’ll make sure this stage is a lot of fun.
Your plan isn’t something to sit on a shelf gathering dust. Life moves, jobs change, priorities shift. That’s why we’ll review and adapt it together, keeping it real and relevant, and giving you peace of mind that you’re on track, no matter what.
Just so you know
Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.
We cannot advise on the sale of individual shares.